Seller Intake Questionnaire
Welcome! Thank you for taking the time to complete this questionnaire. Your responses will help me gain a clear understanding of your property, goals, and expectations so I can create a personalized selling strategy designed to maximize your home’s value and support a smooth, successful experience from start to finish. I’m excited to work with you! Sincerely, AG
Back
Next
Save
About You
Name:
*
First Name
Middle Name
Last Name
Phone Number:
*
Format: (000) 000-0000.
Email:
*
example@example.com
Marital status:
*
Single
Married
Engaged
Divorced
Other
Spouse Name
First Name
Middle Name
Last Name
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email
example@example.com
Are there any additional owners listed on the deed/title of the property? If yes, please list their full legal name(s).
This includes spouses, co-owners, trusts, LLCs, or any other ownership entities that may need to participate in the sale process.
Preferred Method of Communication:
*
Phone Call
Text
Email
Preferred Time of Communication:
Morning
Afternoon
Evening
Back
Next
Save
About the Home
What is the address of the property you are planning to sell?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the current occupation status of the home?
Owner Occupied
Tenant Occupied
Vacant
Other
Property Type
Single-family home
Condo/Townhouse
Apartment
Multi-family home
Manufactured/Modular Home
Land/Lot only (no home present)
Other
Bedroooms:
*
Bathrooms:
*
Square footage (approximate, if known):
Parking/Garage Space(s):
Year Built:
How long have you owned the property?
Which of the following amenities or features apply to your property? (Select all that apply)
Private In-Ground Pool
Community Pool
Hot Tub / Spa
Golf Course Access or View
Clubhouse
Restaurant / Dining Nearby
Walking Trails / Greenways Access
Tennis or Pickleball Courts
Playground / Community Park
Waterfront / Lake Access
Dock / Boat Slip
Gated Community
Fitness Center / Gym
HOA Community
NO HOA
Other
Back
Next
Save
Home Financials
Understanding the financial details tied to your property helps me better position your home, anticipate potential challenges early, and create a pricing and selling strategy aligned with your goals. All information shared is kept confidential and allows me to guide you more effectively throughout the process.
The property is currently:
Owned outright / Paid in Full
Financed with a Mortgage
Subject to a HELOC or Second Mortgage
In Pre-Foreclosure or Foreclosure
Other
Approximately how much is currently owed on the property?
Estimate is perfectly fine
Are there any additional loans, liens, judgments, or financial obligations tied to the property?
Yes
No
Unknown
Will proceeds from this sale be used toward another home purchase?
Yes
No
Possibly
Are there any financial deadlines or circumstances that may impact your desired timeline to sell?
Examples: relocation, job change, mortgage hardship, contingent purchase, inheritance, etc.
Do you have a target amount you would ideally like to walk away with after paying off loans, closing costs, and related expenses?
If you’re unsure, no worries at all. This is where I’ll help guide you through the process using informed research, market data, and thoughtful strategy tailored to your goals.
Back
Next
Save
Your Next Chapter
While strategy, market data, and thoughtful planning are all important parts of the selling process, the heart of what I do will always be people. Every home has a story, and every move represents a meaningful transition in someone’s life. I’d love to learn more about you, your family, your experience in this home, what comes next for you, and how I can best support you throughout this journey.
Is there anything you’d like me to know about you, your family, your home, or your goals moving forward?
Do you have any immediate questions, concerns, or anything else you’d like me to know before we move forward?
Thank You
Thank you again for taking the time to complete this questionnaire. I truly appreciate the opportunity to learn more about you and your home, and I look forward to helping guide you through this next chapter with clarity, care, and strategy. - Audrey Goode
Preview PDF
Save
Submit
Save
Submit
Should be Empty: